Clear Trail Advisors, LLC
HOUSTON TX · SEC CIK 0002097856
$6.01亿2026Q1 申报市值
149持仓数
34.5%前十大占比 · 第一大 6.7%
25 / 1新建仓 / 清仓
26Q126Q2
前十大持仓 占组合比例
2026Q1 买入最多 按季末市值估算
CGCB 新建仓+$1,476.56万
WCPB 新建仓+$1,474.22万
JBND 新建仓+$1,473.72万
EVTR 新建仓+$1,465.25万
JMUB 新建仓+$1,425.76万
2026Q1 卖出最多 按季末市值估算
META 减仓-$218.28万
CME 减仓-$142.00万
GIS 减仓-$123.09万
BIL 减仓-$114.81万
CAT 减仓-$94.51万
2026Q1 持仓明细 点表头排序 · 每页 100 行
导出 CSV 🔒| 代码 | 名称 | 市值 ▼ | 占比 | 股数 | 变动股数 | 变动 | 估算买卖额 | 操作 |
|---|---|---|---|---|---|---|---|---|
| PSX | PHILLIPS 66 | $58.77万 | 0.10% | 3,226 | 3,226 | — | $58.77万 | 新建仓 |
| COP | CONOCOPHILLIPS | $56.93万 | 0.09% | 4,313 | 0 | 0.0% | — | 不变 |
| ICE | INTERCONTINENTAL EXCHANGE INC | $55.39万 | 0.09% | 3,522 | -72 | -2.0% | -$1.13万 | 减仓 |
| MCHP | MICROCHIP TECHNOLOGY INC. | $54.32万 | 0.09% | 8,408 | -394 | -4.5% | -$2.55万 | 减仓 |
| QCOM | QUALCOMM INC | $53.41万 | 0.09% | 4,147 | 0 | 0.0% | — | 不变 |
| CRM | SALESFORCE INC | $53.14万 | 0.09% | 2,847 | -20 | -0.7% | -$3,733 | 减仓 |
| ALL | ALLSTATE CORP | $53.05万 | 0.09% | 2,559 | -12 | -0.5% | -$2,488 | 减仓 |
| T | AT&T INC | $50.90万 | 0.08% | 17,558 | 426 | 2.5% | $1.23万 | 加仓 |
| ORCL | ORACLE CORP | $48.94万 | 0.08% | 3,327 | 0 | 0.0% | — | 不变 |
| NXPI | NXP SEMICONDUCTORS N V | $48.62万 | 0.08% | 2,470 | -12 | -0.5% | -$2,362 | 减仓 |
| FHN | FIRST HORIZON CORPORATION | $48.32万 | 0.08% | 21,232 | 0 | 0.0% | — | 不变 |
| FANG | DIAMONDBACK ENERGY INC | $47.39万 | 0.08% | 2,396 | -51 | -2.1% | -$1.01万 | 减仓 |
| EW | EDWARDS LIFESCIENCES CORP | $47.13万 | 0.08% | 5,885 | -122 | -2.0% | -$9,770 | 减仓 |
| GOOG | ALPHABET INC | $44.01万 | 0.07% | 1,534 | 0 | 0.0% | — | 不变 |
| IQV | IQVIA HLDGS INC | $43.86万 | 0.07% | 2,572 | -38 | -1.5% | -$6,481 | 减仓 |
| SDY | SPDR SER TR | $42.65万 | 0.07% | 2,922 | 37 | 1.3% | $5,401 | 加仓 |
| STE | STERIS PLC | $42.28万 | 0.07% | 1,912 | -48 | -2.4% | -$1.06万 | 减仓 |
| NVDA | NVIDIA CORPORATION | $42.01万 | 0.07% | 2,409 | 23 | 1.0% | $4,011 | 加仓 |
| IWF | ISHARES TR | $40.51万 | 0.07% | 950 | -120 | -11.2% | -$5.12万 | 减仓 |
| SPGI | S&P GLOBAL INC | $39.39万 | 0.07% | 926 | -19 | -2.0% | -$8,083 | 减仓 |
| AEP | AMERICAN ELEC PWR CO INC | $38.96万 | 0.06% | 2,972 | 0 | 0.0% | — | 不变 |
| IVV | ISHARES TR | $38.21万 | 0.06% | 585 | 5 | 0.9% | $3,266 | 加仓 |
| SHEL | SHELL PLC | $38.01万 | 0.06% | 4,087 | 0 | 0.0% | — | 不变 |
| AMLP | ALPS ETF TR | $36.55万 | 0.06% | 6,943 | -9,844 | -58.6% | -$51.82万 | 减仓 |
| IWD | ISHARES TR | $35.94万 | 0.06% | 1,682 | -98 | -5.5% | -$2.09万 | 减仓 |
| JPST | J P MORGAN EXCHANGE TRADED F | $35.81万 | 0.06% | 7,076 | -2,392 | -25.3% | -$12.11万 | 减仓 |
| WM | WASTE MGMT INC DEL | $34.47万 | 0.06% | 1,500 | 0 | 0.0% | — | 不变 |
| CINF | CINCINNATI FINL CORP | $33.78万 | 0.06% | 2,147 | 0 | 0.0% | — | 不变 |
| RSG | REPUBLIC SVCS INC | $32.85万 | 0.05% | 1,500 | 0 | 0.0% | — | 不变 |
| DHS | WISDOMTREE TR | $32.77万 | 0.05% | 3,000 | 0 | 0.0% | — | 不变 |
| DVY | ISHARES TR | $30.28万 | 0.05% | 2,000 | 0 | 0.0% | — | 不变 |
| NEM | NEWMONT CORP | $29.78万 | 0.05% | 2,751 | 0 | 0.0% | — | 不变 |
| QDVO | AMPLIFY ETF TR | $29.02万 | 0.05% | 10,889 | 29 | 0.3% | $773 | 加仓 |
| LMT | LOCKHEED MARTIN CORP | $28.29万 | 0.05% | 468 | 0 | 0.0% | — | 不变 |
| BIP | BROOKFIELD INFRAST PARTNERS | $26.53万 | 0.04% | 7,344 | 350 | 5.0% | $1.26万 | 加仓 |
| EOG | EOG RES INC | $26.15万 | 0.04% | 1,809 | 1,809 | — | $26.15万 | 新建仓 |
| BRK/B | BERKSHIRE HATHAWAY INC DEL | $25.06万 | 0.04% | 523 | 0 | 0.0% | — | 不变 |
| IJK | ISHARES TR | $23.58万 | 0.04% | 2,343 | -85 | -3.5% | -$8,553 | 减仓 |
| DXCM | DEXCOM INC | $23.30万 | 0.04% | 3,710 | -46 | -1.2% | -$2,889 | 减仓 |
| BP | BP PLC | $22.81万 | 0.04% | 4,854 | 4,854 | — | $22.81万 | 新建仓 |
| IDVO | AMPLIFY ETF TR | $22.07万 | 0.04% | 5,453 | -88 | -1.6% | -$3,561 | 减仓 |
| DLR | DIGITAL RLTY TR INC | $21.34万 | 0.04% | 1,184 | 1,184 | — | $21.34万 | 新建仓 |
| IWR | ISHARES TR | $20.83万 | 0.03% | 2,142 | -45 | -2.1% | -$4,375 | 减仓 |
| ITOT | ISHARES TR | $20.70万 | 0.03% | 1,453 | 0 | 0.0% | — | 不变 |
| GLD | SPDR GOLD TR | $20.57万 | 0.03% | 478 | 478 | — | $20.57万 | 新建仓 |
| PEP | PEPSICO INC | $20.48万 | 0.03% | 1,319 | -150 | -10.2% | -$2.33万 | 减仓 |
| OWL | BLUE OWL CAPITAL INC | $18.15万 | 0.03% | 19,882 | 5,823 | 41.4% | $5.32万 | 加仓 |
| CHI | CALAMOS CONV OPPORTUNITIES & | $17.45万 | 0.03% | 16,245 | 2,596 | 19.0% | $2.79万 | 加仓 |
| RITM | RITHM CAPITAL CORP | $12.68万 | 0.02% | 13,376 | 0 | 0.0% | — | 不变 |
| DIA | SPDR DOW JONES INDL AVERAGE | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| IWM | ISHARES TR | $0 | 0.00% | 0 | -913 | -100.0% | -$22.47万 | 清仓 |